Automation library · Setup and learning

Expose CRM read/write tools to Claude and ChatGPT with Gmail

Started by an event in a connected app, and works across Gmail, Google Sheets and Slack. 18 steps, 2 branches: a working afternoon to understand properly.

Medium

18 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 2Model 4Logic 4Service 8

The steps in the order they run, from what starts it.

  1. 1lookup_customerGoogle Sheets ToolService
  2. 2check_order_statusGoogle Sheets ToolService
  3. 3list_open_invoicesGoogle Sheets ToolService
  4. 4log_customer_noteTool WorkflowModel
  5. 5create_follow_up_taskTool WorkflowModel
  6. 6draft_customer_emailTool WorkflowModel
  7. 7notify_account_managerTool WorkflowModel
  8. 8Guarded Action RunnerExecute Workflow triggerStarts it
  9. 9Company Data MCP ServerMcp triggerStarts it
  10. 10Check the PolicyCodeLogic
  11. 11Allowed by PolicyIfLogic
  12. 12Route the ActionSwitchLogic
  13. 13Write the Audit TrailGoogle SheetsService
  14. 14Log the NoteGoogle SheetsService
  15. 15Create the TaskGoogle SheetsService
  16. 16Draft the EmailGmailService
  17. 17Notify the TeamSlackService
  18. 18Answer the ModelCodeLogic

How it's built

Starts on
An event in a connected app
Steps
18, with 2 branches
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Slack
Model
None. This is plumbing, not judgement

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets and Slack accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Plan an afternoon. 18 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 18 steps before you point it at anything that matters.